Iniciar sesión Regístrese gratis

Guillet Capital Management, LLC (Bellevue)


Guillet Capital Management, LLC is an adviser based in Bellevue. It manages $15 million of regulatory assets for 76 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Washington.

Logo

Guillet Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Guillet Capital Management: assets under management

The assets under management (AUM) of Guillet Capital Management, LLC is $15 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $197.37 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Guillet Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bellevue

The principal office where Guillet Capital Management, LLC performs its advisory services is located at 2370 130 Th Ave Ne, Bellevue, WA 98005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (425) 882-3333 or by fax (425) 882-1333. The normal business hours are 8:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.guilletcapital.com.


Registered investment advisers similar to Guillet Capital Management, LLC